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| Provider | Service type | Compensation |
|---|---|---|
COLLERAN, O'HARA & MILLS LLP10+ years Filed as: HOLM & OHARA LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $55,408 |
GOULD, KOBRICK & SCHLAPP, P.C.10+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 192 LEXINGTON AVE 7TH FLOOR · NEW YORK, NY 10016 | Accounting | $34,275 |
STONE SETTERS PENSION FUND LOCAL 8410+ years Service code 15 · EIN 13-6121379 C/O DH COOK ASSOCIATES INC · NEW YORK, NY 10018 | Recordkeeping | $28,818 |
DANIEL H. COOK ASSOCIATES, INC10+ years Filed as: DANIEL H. COOK ASSOCIATES Service code 13 · EIN 11-2424843 1040 AVENUE OF THE AMERICAS · NEW YORK, NY 10018 | Contract Administrator | $25,260 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Securities Custodian | $22,341 |
NEWTOWER TRUST COMPANY10+ years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 20-1641876 3 BETHESDA METRO CENTER SUITE 1600 · BETHESDA, MD 20814 | Securities Custodian | $18,275 |
QUAN-VEST CONSULTANTS, INC.10+ years Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $16,413 |
VENABLE LLP3 years Service code 29 · EIN 52-0517250 151 W 42ND STREET 49TH FLOOR · NEW YORK, NY 10036 | Legal | $12,700 |
INVESCO10+ years Filed as: INVESCO TRUST COMPANY Service code 19 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Securities Custodian | $11,606 |
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $10,436 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,327 | $80,781+61.3% | $102,437+27.2% | $74,478+75.0% |
| Participation rate | 86.2% | 65.7%+20.5pp | 74.5%+11.7pp | 67.2%+19.0pp |
| Annual return | 6.19% | 27.58%-21.4pp | 24.95%-18.8pp | 1370.56%-1364.4pp |
| Employer contribution / active EE | $13,312 | $3,160+321.3% | $3,871+243.9% | $2,626+406.9% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1,326 | $2,372-44.1% | $8,388-84.2% | $1,946-31.8% |